Auto-Populate Names
When creating a profile, I would like to have the already entered First Name, Middle Initial and Last Name fields automatically populate into the Salutation, Recognition Name and Mailing label fields, in order to speed up data entry. Currently this is data that must be duplicated. If, for example, I enter John Michael Smith in the top line Name fields of an individual profile, I would like the Salutation field to be auto filled with John, and both the Recognition Name and Mailing Label fields to be auto filled with John M. Smith (taking the first initial of the middle name). The suffix field could also be an optional choice field to auto populate depending on each entity's preference or requirements. This would be a huge time saver.
Tim
shared this idea
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Jesika Ellis
commented
I think this is a great idea, as any automation can be time- and labor/click-saving. However, there would need to be some way to specify or 'set' the formatting requirements of the organization. For example, we do not allow first names as Salutations. We would want Prefix + Last Name. Therefore, IF there are options for customizable formatting, I enthusiastically support this idea.
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BiBi
commented
This would definitely be a time saver!
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Nikki Hilchey commented
This is a good idea, as long as we can then edit the salutation, recognition, and mailing label fields after. I think it would be very useful for gifts made online to fill in (or overwrite) the Recognition Name field based on what the donor entered.
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Robert Gines
commented
This is a great idea. I like to see the system automatically update fields that are so obvious, which saves time. Of course if there's any exceptions to handle, the user can easily do those manually. Please approve and implement this request.